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UMB Financial Corp (UMBF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
UMB Bank, n.a.
DECREASED
Shares4,621,125 from 4,674,963
Change-53,838 (-1%)
Value$600.8M (-$66.6M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,169,994 from 3,030,849
Change+139,145 (+5%)
Value$412.1M (-$20.5M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares2,080,992 from 2,064,907
Change+16,085 (+1%)
Value$270.6M (-$24.2M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares751,978 from 1,145,958
Change-393,980 (-34%)
Value$97.6M (-$69.3M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares634,552 from 694,836
Change-60,284 (-9%)
Value$82.5M (-$16.7M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares539,922 from 549,240
Change-9,318 (-2%)
Value$70.2M (-$8.2M)
Filed 2026-11-05
Boston Trust Walden Corp
INCREASED
Shares441,538 from 197,886
Change+243,652 (+123%)
Value$57.4M (+$29.2M)
Filed 2026-10-30
Congress Asset Management Co
DECREASED
Shares365,186 from 396,647
Change-31,461 (-8%)
Value$47.5M (-$9.1M)
Filed 2026-10-06
Fisher Asset Management, LLC
DECREASED
Shares221,441 from 243,154
Change-21,713 (-9%)
Value$28.8M (-$5.9M)
Filed 2026-11-06
ProShare Advisors LLC
DECREASED
Shares204,248 from 225,860
Change-21,612 (-10%)
Value$26.6M (-$5.7M)
Filed 2026-10-29
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED
Shares170,440 from 170,440
Change0 (0%)
Value$22.2M (-$2.2M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares154,899 from 130,213
Change+24,686 (+19%)
Value$20.1M (+$1.5M)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares135,252 from 50,872
Change+84,380 (+166%)
Value$17.6M (+$10.3M)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares127,200 from 115,700
Change+11,500 (+10%)
Value$16.5M (+$19.9K)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares91,623 from 91,750
Change-127 (0%)
Value$11.9M (-$1.2M)
Filed 2026-10-23
Deutsche Bank Ag\
DECREASED
Shares88,486 from 92,967
Change-4,481 (-5%)
Value$11.5M (-$1.8M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares75,608 from 63,414
Change+12,194 (+19%)
Value$9.8M (+$779.6K)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares75,000 from 52,000
Change+23,000 (+44%)
Value$9.8M (+$2.3M)
Filed 2026-10-27
Retirement Systems of Alabama
INCREASED
Shares74,422 from 73,867
Change+555 (+1%)
Value$9.7M (-$869.6K)
Filed 2026-11-04
Moody Aldrich Partners LLC
INCREASED
Shares72,559 from 23,298
Change+49,261 (+211%)
Value$9.4M (+$6.1M)
Filed 2026-10-27
New York State Teachers Retirement System
INCREASED
Shares67,582 from 67,360
Change+222 (+0%)
Value$8.8K (-$9.6M)
Filed 2026-10-22
Channing Capital Management, LLC
INCREASED
Shares58,682 from 44,027
Change+14,655 (+33%)
Value$7.6M (+$1.3M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares52,544 from 62,126
Change-9,582 (-15%)
Value$6.8K (-$8.9M)
Filed 2026-11-05
GHP Investment Advisors, Inc.
INCREASED
Shares50,095 from 49,629
Change+466 (+1%)
Value$6.5M (-$572.2K)
Filed 2026-10-15
Vest Financial, LLC
DECREASED
Shares48,112 from 60,863
Change-12,751 (-21%)
Value$6.3M (-$2.4M)
Filed 2026-10-21
Midwest Trust Co
DECREASED
Shares47,021 from 47,081
Change-60 (0%)
Value$6.1M (-$608.1K)
Filed 2026-10-22
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares43,882 from 43,882
Change0 (0%)
Value$5.7M (-$559.5K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares43,525 from 46,368
Change-2,843 (-6%)
Value$5.7M (-$960.9K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares43,428 from 43,693
Change-265 (-1%)
Value$5.6M (-$591.5K)
Filed 2026-10-27
MacKenzie Financial Corp
INCREASED
Shares37,788 from 13,484
Change+24,304 (+180%)
Value$4.9M (+$3.0M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares35,686 from 66,934
Change-31,248 (-47%)
Value$4.6M (-$4.9M)
Filed 2026-11-04
Amalgamated Bank
INCREASED
Shares30,966 from 30,389
Change+577 (+2%)
Value$4.0K (-$4.3M)
Filed 2026-10-23
Wedge Capital Management L L P
DECREASED
Shares29,312 from 33,579
Change-4,267 (-13%)
Value$3.8M (-$982.9K)
Filed 2026-10-13
Friday Financial
INCREASED
Shares27,532 from 27,445
Change+87 (+0%)
Value$3.6M (-$433.6K)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares22,869 from 25,163
Change-2,294 (-9%)
Value$3.0M (-$619.2K)
Filed 2026-11-05
Inspire Investing, LLC
INCREASED
Shares22,703 from 4,149
Change+18,554 (+447%)
Value$3.0M (+$2.4M)
Filed 2026-10-22
King Luther Capital Management Corp
INCREASED
Shares22,431 from 21,093
Change+1,338 (+6%)
Value$2.9M (-$95.0K)
Filed 2026-11-05
Louisiana State Employees Retirement System
INCREASED
Shares21,400 from 20,900
Change+500 (+2%)
Value$2.8M (-$201.5K)
Filed 2026-10-20
State of New Jersey Common Pension Fund D
UNCHANGED
Shares20,705 from 20,705
Change0 (0%)
Value$2.7M (-$264.0K)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares20,328 from 19,958
Change+370 (+2%)
Value$2.6M (-$206.4K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares18,684 from 19,789
Change-1,105 (-6%)
Value$2.4M (-$396.0K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares18,191 from 16,119
Change+2,072 (+13%)
Value$2.4M (+$63.9K)
Filed 2026-11-05
Diversified Portfolios, Inc.
UNCHANGED
Shares17,789 from 17,789
Change0 (0%)
Value$2.3M (-$226.8K)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares17,222 from 17,098
Change+124 (+1%)
Value$2.2M (-$201.9K)
Filed 2026-11-03
State of Michigan Retirement System
INCREASED
Shares16,941 from 16,741
Change+200 (+1%)
Value$2.2M (-$187.4K)
Filed 2026-10-27
Quadrant Capital Group LLC
DECREASED
Shares16,910 from 18,063
Change-1,153 (-6%)
Value$2.2M (-$378.2K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares15,729 from 16,041
Change-312 (-2%)
Value$2.0M (-$245.0K)
Filed 2026-10-15
Diversify Advisory Services, LLC
INCREASED
Shares15,678 from 14,149
Change+1,529 (+11%)
Value$2.1M (+$71.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares15,678 from 14,149
Change+1,529 (+11%)
Value$2.1M (+$71.0K)
Filed 2026-10-20
Oregon Public Employees Retirement Fund
INCREASED
Shares14,909 from 14,760
Change+149 (+1%)
Value$1.9M (-$168.8K)
Filed 2026-10-30
Artemis Investment Management LLP
INCREASED
Shares14,161 from 10,636
Change+3,525 (+33%)
Value$1.8M (+$322.7K)
Filed 2026-10-08
New Mexico Educational Retirement Board
UNCHANGED
Shares13,900 from 13,900
Change0 (0%)
Value$1.8K (-$2.0M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares13,703 from 13,540
Change+163 (+1%)
Value$1.8M (-$151.4K)
Filed 2026-10-08
Steele Capital Management, Inc.
INCREASED
Shares12,436 from 12,375
Change+61 (+0%)
Value$1.6M (-$148.9K)
Filed 2026-11-02
Old National Bancorp
DECREASED
Shares12,020 from 12,030
Change-10 (0%)
Value$1.6M (-$154.7K)
Filed 2026-10-20
Stackstone Wealth, LLC
NEW
Shares11,580
Change+11,580
Value$1.5M
Filed 2026-10-19
Pictet Asset Management Holding SA
DECREASED
Shares10,739 from 11,672
Change-933 (-8%)
Value$1.4M (-$270.1K)
Filed 2026-11-03
Jackson Creek Investment Advisors LLC
NEW
Shares10,584
Change+10,584
Value$1.4K
Filed 2026-11-04
Great Lakes Advisors, LLC
DECREASED
Shares10,405 from 14,426
Change-4,021 (-28%)
Value$1.4M (-$706.7K)
Filed 2026-11-06
Xponance LLC
DECREASED
Shares10,368 from 10,636
Change-268 (-3%)
Value$1.3M (-$170.5K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares10,359 from 10,063
Change+296 (+3%)
Value$1.3M (-$89.8K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,273 from 10,254
Change+19 (+0%)
Value$1.3K (-$1.5M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares9,926 from 6,555
Change+3,371 (+51%)
Value$1.3M (+$435.7K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares9,921 from 9,272
Change+649 (+7%)
Value$1.3M (-$33.8K)
Filed 2026-11-06
State of Alaska, Department of Revenue
INCREASED
Shares9,838 from 6,998
Change+2,840 (+41%)
Value$1.3K (-$997.7K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,488 from 5,538
Change+3,950 (+71%)
Value$1.2M (+$436.4K)
Filed 2026-10-13
Atwood & Palmer Inc
UNCHANGED
Shares9,166 from 9,166
Change0 (0%)
Value$1.2M (-$116.9K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares8,875 from 8,420
Change+455 (+5%)
Value$1.2M (-$48.2K)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares8,662 from 8,799
Change-137 (-2%)
Value$1.1M (-$129.4K)
Filed 2026-10-28
Virginia Retirement Systems ET Al
INCREASED
Shares8,100 from 4,800
Change+3,300 (+69%)
Value$1.1M (+$367.8K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
NEW
Shares7,934
Change+7,934
Value$1.0M
Filed 2026-10-16
Sterling Capital Management LLC
DECREASED
Shares7,460 from 7,514
Change-54 (-1%)
Value$969.9K (-$102.8K)
Filed 2026-10-22
Kavar Capital Partners Group, LLC
UNCHANGED
Shares7,220 from 7,220
Change0 (0%)
Value$938.7K (-$92.1K)
Filed 2026-11-06
Illinois Municipal Retirement Fund
NEW
Shares7,202
Change+7,202
Value$936.3K
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares6,620 from 6,621
Change-1 (0%)
Value$860.7K (-$84.5K)
Filed 2026-10-29
Evergreen Capital Management LLC
DECREASED
Shares6,585 from 6,623
Change-38 (-1%)
Value$859.4K (-$89.0K)
Filed 2026-10-23
Accredited Investors Inc.
INCREASED
Shares6,442 from 6,439
Change+3 (+0%)
Value$837.5K (-$81.7K)
Filed 2026-11-03
Yorktown Management & Research Co Inc
INCREASED
Shares5,600 from 2,100
Change+3,500 (+167%)
Value$728.1K (+$428.3K)
Filed 2026-10-28
Exchange Traded Concepts, LLC
INCREASED
Shares5,461 from 2,437
Change+3,024 (+124%)
Value$710.0K (+$362.1K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares5,410 from 4,179
Change+1,231 (+29%)
Value$703.4K (+$106.7K)
Filed 2026-11-06
Securian Asset Management, Inc
INCREASED
Shares5,300 from 5,263
Change+37 (+1%)
Value$689.1K (-$79.3K)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares5,172 from 5,301
Change-129 (-2%)
Value$672.4K (-$84.4K)
Filed 2026-11-04
Wespac Advisors, LLC
INCREASED
Shares5,076 from 2,086
Change+2,990 (+143%)
Value$659.9K (+$362.1K)
Filed 2026-10-26
Whelan Financial
UNCHANGED
Shares5,009 from 5,009
Change0 (0%)
Value$651.3K (-$63.9K)
Filed 2026-10-28
Summit Global Investments
NEW
Shares4,858
Change+4,858
Value$632
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares4,756 from 4,129
Change+627 (+15%)
Value$618 (-$588.4K)
Filed 2026-10-26
Swiss Life Asset Management Ltd
UNCHANGED
Shares4,751 from 4,751
Change0 (0%)
Value$617.7K (-$60.6K)
Filed 2026-11-03
Florida Trust Wealth Management Co
UNCHANGED
Shares4,748 from 4,748
Change0 (0%)
Value$617.3K (-$60.5K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares4,738 from 4,857
Change-119 (-2%)
Value$618.4K (-$77.0K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares4,494 from 5,263
Change-769 (-15%)
Value$584.2K (-$167.1K)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares4,418 from 4,355
Change+63 (+1%)
Value$574.4K (-$47.3K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares4,211 from 3,838
Change+373 (+10%)
Value$547.5K (-$441)
Filed 2026-10-26
Alps Advisors Inc
DECREASED
Shares4,156 from 4,530
Change-374 (-8%)
Value$540.3K (-$106.4K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares4,062 from 4,062
Change0 (0%)
Value$528.1K (-$51.8K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares3,989 from 3,928
Change+61 (+2%)
Value$518.6K (-$42.1K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares3,936 from 4,154
Change-218 (-5%)
Value$511.8K (-$81.2K)
Filed 2026-10-15
L. Roy Papp & Associates, LLP
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$507.0K (-$49.7K)
Filed 2026-10-21
Nykredit A/S
UNCHANGED
Shares3,896 from 3,896
Change0 (0%)
Value$506.5K (-$49.7K)
Filed 2026-11-06
Amundi
DECREASED
Shares3,828 from 4,620
Change-792 (-17%)
Value$497.7K (-$161.9K)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares3,759 from 3,759
Change0 (0%)
Value$488.7K (-$47.9K)
Filed 2026-10-29
Crossmark Global Holdings, Inc.
NEW
Shares3,711
Change+3,711
Value$482.5K
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares3,710 from 1,735
Change+1,975 (+114%)
Value$482.3K (+$234.6K)
Filed 2026-10-23
Teza Capital Management LLC
NEW
Shares3,678
Change+3,678
Value$478.2K
Filed 2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$474.5K (-$46.5K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares3,590 from 3,392
Change+198 (+6%)
Value$466.7K (-$17.5K)
Filed 2026-10-22
Abel Hall, LLC
INCREASED
Shares3,568 from 3,486
Change+82 (+2%)
Value$463.9K (-$33.8K)
Filed 2026-10-19
Ethic Inc.
INCREASED
Shares3,561 from 2,763
Change+798 (+29%)
Value$463.0K (+$68.6K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares3,512 from 2,856
Change+656 (+23%)
Value$456.6K (+$48.9K)
Filed 2026-10-21
Profund Advisors LLC
DECREASED
Shares3,440 from 3,609
Change-169 (-5%)
Value$447.2K (-$68.0K)
Filed 2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares3,387 from 3,387
Change0 (0%)
Value$440.3K (-$43.2K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares3,376 from 3,403
Change-27 (-1%)
Value$439.0K (-$47.0K)
Filed 2026-11-05
First Community Trust NA
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$413.4K (-$40.5K)
Filed 2026-10-07
LexAurum Advisors, LLC
INCREASED
Shares3,150 from 3,148
Change+2 (+0%)
Value$409.5K (-$40.0K)
Filed 2026-10-19
Portside Wealth Group, LLC
INCREASED
Shares3,118 from 2,917
Change+201 (+7%)
Value$405.4K (-$11.1K)
Filed 2026-10-20
Flywheel Private Wealth LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$390.0K (-$38.3K)
Filed 2026-11-02
Whalen Wealth Management Inc.
DECREASED
Shares2,924 from 3,512
Change-588 (-17%)
Value$380.1K (-$121.2K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,891 from 2,858
Change+33 (+1%)
Value$375.9K (-$32.1K)
Filed 2026-11-03
High Net Worth Advisory Group LLC
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$364.5K (-$35.7K)
Filed 2026-10-26
Kornitzer Capital Management Inc
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$364.0K (-$35.7K)
Filed 2026-11-03
First Citizens Bank & Trust Co
DECREASED
Shares2,798 from 7,122
Change-4,324 (-61%)
Value$363.8K (-$653.0K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
DECREASED
Shares2,732 from 2,916
Change-184 (-6%)
Value$355.2K (-$61.2K)
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares2,714 from 2,544
Change+170 (+7%)
Value$352.8K (-$10.3K)
Filed 2026-11-06
Aprio Wealth Management, LLC
UNCHANGED
Shares2,679 from 2,679
Change0 (0%)
Value$348.3K (-$34.2K)
Filed 2026-10-28
High Note Wealth, LLC
UNCHANGED
Shares2,623 from 2,623
Change0 (0%)
Value$341.0K (-$33.4K)
Filed 2026-10-27
Alliance Wealth Advisors, LLC
DECREASED
Shares2,569 from 2,955
Change-386 (-13%)
Value$334.0K (-$87.9K)
Filed 2026-10-28
KBC Group NV
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$332 (-$364.7K)
Filed 2026-10-22
Citizens Financial Group Inc
NEW
Shares2,522
Change+2,522
Value$329.1K
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares2,439 from 2,108
Change+331 (+16%)
Value$317.1K (+$16.2K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares2,420
Change+2,420
Value$314.6K
Filed 2026-10-30
CIBC Asset Management Inc
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$306.2K (-$30.0K)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$302 (-$330.7K)
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares2,309 from 2,506
Change-197 (-8%)
Value$300.2K (-$57.6K)
Filed 2026-10-29
Gateway Investment Advisers LLC
DECREASED
Shares2,264 from 2,327
Change-63 (-3%)
Value$294.3K (-$37.9K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares2,201
Change+2,201
Value$286.2K
Filed 2026-10-21
RMG Wealth Management LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$286.4K (-$28.8K)
Filed 2026-10-26
MQS Management LLC
NEW
Shares2,108
Change+2,108
Value$274.1K
Filed 2026-11-06
William Blair Investment Management, LLC
DECREASED
Shares2,089 from 105,762
Change-103,673 (-98%)
Value$271.6K (-$14.8M)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares2,067 from 1,783
Change+284 (+16%)
Value$268.7K (+$14.2K)
Filed 2026-10-08
Olympiad Research LP
NEW
Shares1,984
Change+1,984
Value$257.9K
Filed 2026-11-04
Trust Point Inc.
DECREASED
Shares1,882 from 2,191
Change-309 (-14%)
Value$244.7K (-$68.1K)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
NEW
Shares1,861
Change+1,861
Value$243
Filed 2026-10-27
Vise Technologies, Inc.
DECREASED
Shares1,860 from 2,269
Change-409 (-18%)
Value$241.8K (-$82.1K)
Filed 2026-10-29
Jnba Financial Advisors
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$239.3K (-$23.5K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares1,770 from 1,536
Change+234 (+15%)
Value$230.1K (+$10.8K)
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares1,706 from 1,705
Change+1 (+0%)
Value$221.8K (-$28.9K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares1,667 from 1,667
Change0 (0%)
Value$216.7K (-$21.3K)
Filed 2026-11-04
MBL Wealth, LLC
NEW
Shares1,662
Change+1,662
Value$216.1K
Filed 2026-10-22
Impact Capital Partners LLC
INCREASED
Shares1,653 from 1,648
Change+5 (+0%)
Value$214.9K (-$20.4K)
Filed 2026-10-22
Chicago Capital, LLC
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$214.4K (-$21.0K)
Filed 2026-10-13
Scheeler Financial LLC
NEW
Shares1,628
Change+1,628
Value$211.7K
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares1,571 from 1,444
Change+127 (+9%)
Value$204.4K (-$1.9K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares1,544 from 1,528
Change+16 (+1%)
Value$200.7K (-$17.4K)
Filed 2026-11-03
Krilogy Financial LLC
NEW
Shares1,524
Change+1,524
Value$200.0K
Filed 2026-10-13
Acropolis Investment Management, LLC
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$194.0K (-$19.0K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares1,311 from 1,298
Change+13 (+1%)
Value$170.4K (-$14.9K)
Filed 2026-10-02
1620 Investment Advisors, Inc.
INCREASED
Shares946 from 941
Change+5 (+1%)
Value$122.9K (-$11.4K)
Filed 2026-11-04
Hilltop National Bank
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$119.6K (-$11.7K)
Filed 2026-10-14
GoalVest Advisory LLC
DECREASED
Shares865 from 915
Change-50 (-5%)
Value$112.5K (-$18.2K)
Filed 2026-10-02
Marquette Asset Management, LLC
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$107.4K (-$10.5K)
Filed 2026-10-09
Trust Co
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$87.1K (-$8.5K)
Filed 2026-10-09
GK Wealth Management LLC
NEW
Shares610
Change+610
Value$79.3K
Filed 2026-10-09
EverSource Wealth Advisors, LLC
INCREASED
Shares601 from 303
Change+298 (+98%)
Value$78.1K (+$34.9K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares578 from 572
Change+6 (+1%)
Value$75.1K (-$6.5K)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
INCREASED
Shares534 from 341
Change+193 (+57%)
Value$69 (-$48.9K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares498 from 369
Change+129 (+35%)
Value$71.1K (+$18.4K)
Filed 2026-11-06
FNY Investment Advisers, LLC
NEW
Shares475
Change+475
Value$61
Filed 2026-10-16
Eurizon Capital SGR S.p.A.
DECREASED
Shares436 from 679
Change-243 (-36%)
Value$57.6K (-$38.9K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares411
Change+411
Value$53.4K
Filed 2026-10-21
V-Square Quantitative Management LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$53.2K (-$5.2K)
Filed 2026-10-15
Covestor Ltd
DECREASED
Shares395 from 464
Change-69 (-15%)
Value$51 (-$65.9K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares365 from 334
Change+31 (+9%)
Value$47.4K (-$236)
Filed 2026-10-28
Leonteq Securities AG
NEW
Shares318
Change+318
Value$41.3K
Filed 2026-10-29
City State Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$39.0K (-$3.8K)
Filed 2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$34.6K (-$3.4K)
Filed 2026-11-05
Axiom Investment Management LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$32.5K (-$3.2K)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$30.9K (-$3.0K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
INCREASED
Shares218 from 208
Change+10 (+5%)
Value$28.5K (-$1.3K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares217
Change+217
Value$28.2K
Filed 2026-10-19
Simplex Trading, LLC
DECREASED
Shares194 from 1,071
Change-877 (-82%)
Value$25.2K (-$127.7K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares162 from 149
Change+13 (+9%)
Value$21.0K (-$292)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares138
Change+138
Value$17.9K
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares110 from 46
Change+64 (+139%)
Value$14.3K (+$7.7K)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares98 from 124
Change-26 (-21%)
Value$12.7K (-$5.0K)
Filed 2026-10-05
Heritage Family Offices, LLP
NEW
Shares92
Change+92
Value$12.0K
Filed 2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$10.8K (-$1.1K)
Filed 2026-11-03
First Horizon Corp
INCREASED
Shares81 from 73
Change+8 (+11%)
Value$10.5K (+$110)
Filed 2026-10-26
Clearstead Trust, LLC
INCREASED
Shares71 from 46
Change+25 (+54%)
Value$9.2K (+$2.7K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares63 from 57
Change+6 (+11%)
Value$8.2K (+$54)
Filed 2026-10-14
Private Trust Co NA
INCREASED
Shares63 from 61
Change+2 (+3%)
Value$8.2K (-$517)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$8.2K (-$803)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
DECREASED
Shares60 from 92
Change-32 (-35%)
Value$7.8K (-$5.3K)
Filed 2026-10-23
J.Safra Asset Management Corp
INCREASED
Shares60 from 42
Change+18 (+43%)
Value$7.8K (+$1.8K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
NEW
Shares52
Change+52
Value$6.8K
Filed 2026-10-13
Parkside Financial Bank & Trust
INCREASED
Shares47 from 22
Change+25 (+114%)
Value$6.1K (+$3.0K)
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares46
Change+46
Value$6.0K
Filed 2026-10-27
Tributary Capital Management, LLC
NEW
Shares45
Change+45
Value$5.9K
Filed 2026-10-28
Manchester Capital Management LLC
INCREASED
Shares37 from 36
Change+1 (+3%)
Value$4.8K (-$329)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares36 from 22
Change+14 (+64%)
Value$4.7K (+$1.5K)
Filed 2026-10-28
Salomon & Ludwin, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.6K (-$548)
Filed 2026-10-29
Avion Wealth
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4 ($0)
Filed 2026-11-04
WPG Advisers, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.9K (-$383)
Filed 2026-10-27
James T. Borello RIA
DECREASED
Shares29 from 31
Change-2 (-6%)
Value$3.8K (-$656)
Filed 2026-10-16
Private Wealth Management Group, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.1K (-$306)
Filed 2026-10-19
True Wealth Design, LLC
INCREASED
Shares23 from 14
Change+9 (+64%)
Value$3.0K (+$992)
Filed 2026-10-13
Bell Investment Advisors, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.9K (-$280)
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.7K (-$268)
Filed 2026-10-19
Mather Group, Llc.
NEW
Shares20
Change+20
Value$2.6K
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares18 from 12
Change+6 (+50%)
Value$2.3K (+$627)
Filed 2026-10-20
Zions Bancorporation, National Association
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.2K (-$217)
Filed 2026-11-06
Montag A & Associates Inc
NEW
Shares16
Change+16
Value$2.1K
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED
Shares16 from 14
Change+2 (+14%)
Value$2.1K (+$84)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.1K (-$204)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2 ($0)
Filed 2026-10-27
Rossby Financial, LCC
DECREASED
Shares14 from 47
Change-33 (-70%)
Value$1.8K (-$4.9K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.7K (-$165)
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.6K (-$153)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.3K (-$128)
Filed 2026-10-28
Torren Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.3K (-$128)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares9 from 36
Change-27 (-75%)
Value$1.2K (-$4.0K)
Filed 2026-10-15
Signature Equity Partners, LLC
DECREASED
Shares9 from 10
Change-1 (-10%)
Value$1.2K (-$258)
Filed 2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.2K (-$118)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
NEW
Shares7
Change+7
Value$910
Filed 2026-10-29
Planning Strategies Inc.
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$910 (+$53)
Filed 2026-10-02
Silver Grove Financial Group, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$910 (-$89)
Filed 2026-11-05
First Command Advisory Services, Inc.
NEW
Shares6
Change+6
Value$783
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$780 (+$66)
Filed 2026-10-14
Valued Wealth Advisors LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$653 (-$63)
Filed 2026-11-05
Hughes Financial Services, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$545 (+$117)
Filed 2026-10-30
Bayforest Capital Ltd
DECREASED
Shares3 from 775
Change-772 (-100%)
Value$390 (-$110.2K)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$390 (+$98)
Filed 2026-10-27
TD Private Client Wealth LLC
NEW
Shares2
Change+2
Value$260
Filed 2026-10-28
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$130
Filed 2026-10-22
Nfsg Corp
NEW
Shares1
Change+1
Value$130
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$131 (-$12)
Filed 2026-10-15
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$131 (-$12)
Filed 2026-10-26
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 2,428
Change-2,428 (-100%)
Value$0 (-$346.6K)
Filed 2026-11-05
CenterBook Partners LP
CLOSED
Shares0 from 2,207
Change-2,207 (-100%)
Value$0 (-$315.1K)
Filed 2026-11-02
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,977
Change-1,977 (-100%)
Value$0 (-$282.2K)
Filed 2026-10-23
Sage Rhino Capital LLC
CLOSED
Shares0 from 1,546
Change-1,546 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-28
Regions Financial Corp
CLOSED
Shares0 from 1,541
Change-1,541 (-100%)
Value$0 (-$220.0K)
Filed 2026-11-05
ETF Store, Inc.
CLOSED
Shares0 from 1,499
Change-1,499 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
CLOSED
Shares0 from 1,486
Change-1,486 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-22
Norden Group LLC
CLOSED
Shares0 from 1,480
Change-1,480 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-20
Monument Capital Management
CLOSED
Shares0 from 1,437
Change-1,437 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 1,407
Change-1,407 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,390
Change-1,390 (-100%)
Value$0 (-$198.4K)
Filed 2026-10-15
State of Wyoming
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$78.7K)
Filed 2026-10-28
Wellington Grp LLC
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$33.7K)
Filed 2026-11-06
Horizon Financial Services, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$13.6K)
Filed 2026-11-04
NBH Bank
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$5.7K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-21
Navigoe, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-11-04
Mascoma Wealth Management LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$571)
Filed 2026-10-23
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 10,215,651
Change-10,215,651 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,213,123
Change-4,213,123 (-100%)
Value—
State Street Corp
N/A
Shares— from 4,133,285
Change-4,133,285 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,130,338
Change-3,130,338 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,671,666
Change-2,671,666 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,687,247
Change-1,687,247 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,562,240
Change-1,562,240 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,300,605
Change-1,300,605 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,242,430
Change-1,242,430 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,241,789
Change-1,241,789 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,045,921
Change-1,045,921 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 964,626
Change-964,626 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 943,290
Change-943,290 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 939,019
Change-939,019 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 926,889
Change-926,889 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 914,990
Change-914,990 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 904,683
Change-904,683 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 900,418
Change-900,418 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 763,660
Change-763,660 (-100%)
Value—
Norges Bank
N/A
Shares— from 705,322
Change-705,322 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 699,624
Change-699,624 (-100%)
Value—
Global Alpha Capital Management Ltd.
N/A
Shares— from 690,325
Change-690,325 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 672,465
Change-672,465 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 583,289
Change-583,289 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 500,732
Change-500,732 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 475,634
Change-475,634 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 428,347
Change-428,347 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 412,747
Change-412,747 (-100%)
Value—
Neumeier Poma Investment Counsel LLC
N/A
Shares— from 410,797
Change-410,797 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 401,467
Change-401,467 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 364,287
Change-364,287 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 353,035
Change-353,035 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 345,687
Change-345,687 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 340,610
Change-340,610 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 339,475
Change-339,475 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 329,404
Change-329,404 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 324,438
Change-324,438 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 306,503
Change-306,503 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 295,887
Change-295,887 (-100%)
Value—
Azora Capital LP
N/A
Shares— from 274,871
Change-274,871 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 274,275
Change-274,275 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 262,423
Change-262,423 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 255,948
Change-255,948 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 254,210
Change-254,210 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 238,162
Change-238,162 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 235,696
Change-235,696 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 234,405
Change-234,405 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 226,487
Change-226,487 (-100%)
Value—
UBS Group AG
N/A
Shares— from 208,492
Change-208,492 (-100%)
Value—
Stieven Capital Advisors, L.P.
N/A
Shares— from 204,065
Change-204,065 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 203,034
Change-203,034 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 196,163
Change-196,163 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 185,380
Change-185,380 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 182,176
Change-182,176 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 181,329
Change-181,329 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 179,559
Change-179,559 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 176,840
Change-176,840 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 171,663
Change-171,663 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 145,120
Change-145,120 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 144,257
Change-144,257 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 140,449
Change-140,449 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 135,442
Change-135,442 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 132,990
Change-132,990 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 129,450
Change-129,450 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 127,486
Change-127,486 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 117,726
Change-117,726 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 115,855
Change-115,855 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 111,071
Change-111,071 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 98,850
Change-98,850 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 95,737
Change-95,737 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 83,738
Change-83,738 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 79,883
Change-79,883 (-100%)
Value—
Third Avenue Management LLC
N/A
Shares— from 78,245
Change-78,245 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 77,982
Change-77,982 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 76,171
Change-76,171 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 75,840
Change-75,840 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 73,956
Change-73,956 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 73,008
Change-73,008 (-100%)
Value—
FIL Ltd
N/A
Shares— from 72,575
Change-72,575 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 70,272
Change-70,272 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 68,730
Change-68,730 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 55,956
Change-55,956 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 54,433
Change-54,433 (-100%)
Value—
Karl Kapital LLC
N/A
Shares— from 52,019
Change-52,019 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 51,855
Change-51,855 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 51,563
Change-51,563 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 51,060
Change-51,060 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 50,160
Change-50,160 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 49,055
Change-49,055 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 48,200
Change-48,200 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 47,614
Change-47,614 (-100%)
Value—
Petiole USA ltd
N/A
Shares— from 42,622
Change-42,622 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 42,525
Change-42,525 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 41,276
Change-41,276 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 38,470
Change-38,470 (-100%)
Value—
Prudential PLC
N/A
Shares— from 38,139
Change-38,139 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 36,583
Change-36,583 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 35,355
Change-35,355 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 35,235
Change-35,235 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 34,513
Change-34,513 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 33,884
Change-33,884 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,566
Change-33,566 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 32,273
Change-32,273 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 32,155
Change-32,155 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 31,758
Change-31,758 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 30,947
Change-30,947 (-100%)
Value—
Commerce Bank
N/A
Shares— from 29,401
Change-29,401 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 29,237
Change-29,237 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,375
Change-28,375 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 28,168
Change-28,168 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 27,749
Change-27,749 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 26,883
Change-26,883 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 26,350
Change-26,350 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Triveni Capital Investments LP
N/A
Shares— from 24,607
Change-24,607 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 24,036
Change-24,036 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,506
Change-22,506 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 22,002
Change-22,002 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 21,795
Change-21,795 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 21,197
Change-21,197 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 21,076
Change-21,076 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 21,005
Change-21,005 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 20,359
Change-20,359 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 19,861
Change-19,861 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 19,272
Change-19,272 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 18,908
Change-18,908 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,106
Change-18,106 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 18,097
Change-18,097 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 16,695
Change-16,695 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 16,428
Change-16,428 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 16,066
Change-16,066 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 15,174
Change-15,174 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 15,146
Change-15,146 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 14,078
Change-14,078 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 14,047
Change-14,047 (-100%)
Value—
Angel Oak Capital Advisors, LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,307
Change-13,307 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 12,182
Change-12,182 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,212
Change-10,212 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 10,149
Change-10,149 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 10,069
Change-10,069 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 9,969
Change-9,969 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 9,553
Change-9,553 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 9,553
Change-9,553 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,378
Change-8,378 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 8,135
Change-8,135 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 8,028
Change-8,028 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,570
Change-7,570 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,464
Change-7,464 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,581
Change-6,581 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 5,887
Change-5,887 (-100%)
Value—
&partners
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 5,677
Change-5,677 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,292
Change-5,292 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,939
Change-4,939 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
Man Group plc
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Allstate Corp
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 879
Change-879 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 800
Change-800 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 635
Change-635 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 503
Change-503 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 309
Change-309 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 140
Change-140 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 122
Change-122 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 110
Change-110 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 90
Change-90 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 57
Change-57 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Quarry LP
N/A
Shares— from 13
Change-13 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
UMB Bank, n.a.
DECREASED4,621,1254,674,963-53,838-1%$667.4M$600.8M-$66.6M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,169,9943,030,849+139,145+5%$432.7M$412.1M-$20.5M2026-11-04
Geode Capital Management, LLC
INCREASED2,080,9922,064,907+16,085+1%$294.8M$270.6M-$24.2M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED751,9781,145,958-393,980-34%$166.9M$97.6M-$69.3M2026-11-04
Principal Financial Group Inc
DECREASED634,552694,836-60,284-9%$99.2M$82.5M-$16.7M2026-11-02
Bank of New York Mellon Corp
DECREASED539,922549,240-9,318-2%$78.4M$70.2M-$8.2M2026-11-05
Boston Trust Walden Corp
INCREASED441,538197,886+243,652+123%$28.3M$57.4M+$29.2M2026-10-30
Congress Asset Management Co
DECREASED365,186396,647-31,461-8%$56.6M$47.5M-$9.1M2026-10-06
Fisher Asset Management, LLC
DECREASED221,441243,154-21,713-9%$34.7M$28.8M-$5.9M2026-11-06
ProShare Advisors LLC
DECREASED204,248225,860-21,612-10%$32.2M$26.6M-$5.7M2026-10-29
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED170,440170,44000%$24.3M$22.2M-$2.2M2026-10-22
Creative Planning
INCREASED154,899130,213+24,686+19%$18.6M$20.1M+$1.5M2026-11-02
Barclays PLC
INCREASED135,25250,872+84,380+166%$7.3M$17.6M+$10.3M2026-11-06
Strs Ohio
INCREASED127,200115,700+11,500+10%$16.5M$16.5M+$19.9K2026-10-30
Mutual of America Capital Management LLC
DECREASED91,62391,750-1270%$13.1M$11.9M-$1.2M2026-10-23
Deutsche Bank Ag\
DECREASED88,48692,967-4,481-5%$13.3M$11.5M-$1.8M2026-11-06
Russell Investments Group, Ltd.
INCREASED75,60863,414+12,194+19%$9.1M$9.8M+$779.6K2026-11-06
Swedbank AB
INCREASED75,00052,000+23,000+44%$7.4M$9.8M+$2.3M2026-10-27
Retirement Systems of Alabama
INCREASED74,42273,867+555+1%$10.5M$9.7M-$869.6K2026-11-04
Moody Aldrich Partners LLC
INCREASED72,55923,298+49,261+211%$3.3M$9.4M+$6.1M2026-10-27
New York State Teachers Retirement System
INCREASED67,58267,360+222+0%$9.6M$8.8K-$9.6M2026-10-22
Channing Capital Management, LLC
INCREASED58,68244,027+14,655+33%$6.3M$7.6M+$1.3M2026-11-02
Thrivent Financial for Lutherans
DECREASED52,54462,126-9,582-15%$8.9M$6.8K-$8.9M2026-11-05
GHP Investment Advisors, Inc.
INCREASED50,09549,629+466+1%$7.1M$6.5M-$572.2K2026-10-15
Vest Financial, LLC
DECREASED48,11260,863-12,751-21%$8.7M$6.3M-$2.4M2026-10-21
Midwest Trust Co
DECREASED47,02147,081-600%$6.7M$6.1M-$608.1K2026-10-22
B. Metzler seel. Sohn & Co. AG
UNCHANGED43,88243,88200%$6.3M$5.7M-$559.5K2026-10-30
LPL Financial LLC
DECREASED43,52546,368-2,843-6%$6.6M$5.7M-$960.9K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED43,42843,693-265-1%$6.2M$5.6M-$591.5K2026-10-27
MacKenzie Financial Corp
INCREASED37,78813,484+24,304+180%$1.9M$4.9M+$3.0M2026-11-02
Citigroup Inc
DECREASED35,68666,934-31,248-47%$9.6M$4.6M-$4.9M2026-11-04
Amalgamated Bank
INCREASED30,96630,389+577+2%$4.3M$4.0K-$4.3M2026-10-23
Wedge Capital Management L L P
DECREASED29,31233,579-4,267-13%$4.8M$3.8M-$982.9K2026-10-13
Friday Financial
INCREASED27,53227,445+87+0%$4.0M$3.6M-$433.6K2026-10-09
Fifth Third Bancorp
DECREASED22,86925,163-2,294-9%$3.6M$3.0M-$619.2K2026-11-05
Inspire Investing, LLC
INCREASED22,7034,149+18,554+447%$592.3K$3.0M+$2.4M2026-10-22
King Luther Capital Management Corp
INCREASED22,43121,093+1,338+6%$3.0M$2.9M-$95.0K2026-11-05
Louisiana State Employees Retirement System
INCREASED21,40020,900+500+2%$3.0M$2.8M-$201.5K2026-10-20
State of New Jersey Common Pension Fund D
UNCHANGED20,70520,70500%$3.0M$2.7M-$264.0K2026-11-05
Arizona State Retirement System
INCREASED20,32819,958+370+2%$2.8M$2.6M-$206.4K2026-11-03
Yousif Capital Management, LLC
DECREASED18,68419,789-1,105-6%$2.8M$2.4M-$396.0K2026-10-22
US Bancorp \de\
INCREASED18,19116,119+2,072+13%$2.3M$2.4M+$63.9K2026-11-05
Diversified Portfolios, Inc.
UNCHANGED17,78917,78900%$2.5M$2.3M-$226.8K2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED17,22217,098+124+1%$2.4M$2.2M-$201.9K2026-11-03
State of Michigan Retirement System
INCREASED16,94116,741+200+1%$2.4M$2.2M-$187.4K2026-10-27
Quadrant Capital Group LLC
DECREASED16,91018,063-1,153-6%$2.6M$2.2M-$378.2K2026-10-20
Atria Investments, Inc
DECREASED15,72916,041-312-2%$2.3M$2.0M-$245.0K2026-10-15
Diversify Advisory Services, LLC
INCREASED15,67814,149+1,529+11%$2.0M$2.1M+$71.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED15,67814,149+1,529+11%$2.0M$2.1M+$71.0K2026-10-20
Oregon Public Employees Retirement Fund
INCREASED14,90914,760+149+1%$2.1M$1.9M-$168.8K2026-10-30
Artemis Investment Management LLP
INCREASED14,16110,636+3,525+33%$1.5M$1.8M+$322.7K2026-10-08
New Mexico Educational Retirement Board
UNCHANGED13,90013,90000%$2.0M$1.8K-$2.0M2026-11-05
Farther Finance Advisors, LLC
INCREASED13,70313,540+163+1%$1.9M$1.8M-$151.4K2026-10-08
Steele Capital Management, Inc.
INCREASED12,43612,375+61+0%$1.8M$1.6M-$148.9K2026-11-02
Old National Bancorp
DECREASED12,02012,030-100%$1.7M$1.6M-$154.7K2026-10-20
Stackstone Wealth, LLC
NEW11,580—+11,580——$1.5M—2026-10-19
Pictet Asset Management Holding SA
DECREASED10,73911,672-933-8%$1.7M$1.4M-$270.1K2026-11-03
Jackson Creek Investment Advisors LLC
NEW10,584—+10,584——$1.4K—2026-11-04
Great Lakes Advisors, LLC
DECREASED10,40514,426-4,021-28%$2.1M$1.4M-$706.7K2026-11-06
Xponance LLC
DECREASED10,36810,636-268-3%$1.5M$1.3M-$170.5K2026-11-03
SJS Investment Consulting Inc.
INCREASED10,35910,063+296+3%$1.4M$1.3M-$89.8K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED10,27310,254+19+0%$1.5M$1.3K-$1.5M2026-11-02
Savant Capital, LLC
INCREASED9,9266,555+3,371+51%$854.8K$1.3M+$435.7K2026-11-06
PNC Financial Services Group, Inc.
INCREASED9,9219,272+649+7%$1.3M$1.3M-$33.8K2026-11-06
State of Alaska, Department of Revenue
INCREASED9,8386,998+2,840+41%$999.0K$1.3K-$997.7K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED9,4885,538+3,950+71%$800.7K$1.2M+$436.4K2026-10-13
Atwood & Palmer Inc
UNCHANGED9,1669,16600%$1.3M$1.2M-$116.9K2026-10-08
Truist Financial Corp
INCREASED8,8758,420+455+5%$1.2M$1.2M-$48.2K2026-10-30
Choreo, LLC
DECREASED8,6628,799-137-2%$1.3M$1.1M-$129.4K2026-10-28
Virginia Retirement Systems ET Al
INCREASED8,1004,800+3,300+69%$685.2K$1.1M+$367.8K2026-10-28
Y-Intercept (Hong Kong) Ltd
NEW7,934—+7,934——$1.0M—2026-10-16
Sterling Capital Management LLC
DECREASED7,4607,514-54-1%$1.1M$969.9K-$102.8K2026-10-22
Kavar Capital Partners Group, LLC
UNCHANGED7,2207,22000%$1.0M$938.7K-$92.1K2026-11-06
Illinois Municipal Retirement Fund
NEW7,202—+7,202——$936.3K—2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED6,6206,621-10%$945.2K$860.7K-$84.5K2026-10-29
Evergreen Capital Management LLC
DECREASED6,5856,623-38-1%$948.3K$859.4K-$89.0K2026-10-23
Accredited Investors Inc.
INCREASED6,4426,439+3+0%$919.2K$837.5K-$81.7K2026-11-03
Yorktown Management & Research Co Inc
INCREASED5,6002,100+3,500+167%$299.8K$728.1K+$428.3K2026-10-28
Exchange Traded Concepts, LLC
INCREASED5,4612,437+3,024+124%$347.9K$710.0K+$362.1K2026-10-28
Merit Financial Group, LLC
INCREASED5,4104,179+1,231+29%$596.6K$703.4K+$106.7K2026-11-06
Securian Asset Management, Inc
INCREASED5,3005,263+37+1%$768.3K$689.1K-$79.3K2026-11-06
Keybank National Association
DECREASED5,1725,301-129-2%$756.8K$672.4K-$84.4K2026-11-04
Wespac Advisors, LLC
INCREASED5,0762,086+2,990+143%$297.8K$659.9K+$362.1K2026-10-26
Whelan Financial
UNCHANGED5,0095,00900%$715.1K$651.3K-$63.9K2026-10-28
Summit Global Investments
NEW4,858—+4,858——$632—2026-10-28
Park Avenue Securities LLC
INCREASED4,7564,129+627+15%$589.0K$618-$588.4K2026-10-26
Swiss Life Asset Management Ltd
UNCHANGED4,7514,75100%$678.3K$617.7K-$60.6K2026-11-03
Florida Trust Wealth Management Co
UNCHANGED4,7484,74800%$677.8K$617.3K-$60.5K2026-11-05
Nisa Investment Advisors, LLC
DECREASED4,7384,857-119-2%$695.4K$618.4K-$77.0K2026-10-20
Commonwealth Equity Services, LLC
DECREASED4,4945,263-769-15%$751.4K$584.2K-$167.1K2026-11-02
Signaturefd, LLC
INCREASED4,4184,355+63+1%$621.7K$574.4K-$47.3K2026-10-23
Oppenheimer & Co Inc
INCREASED4,2113,838+373+10%$547.9K$547.5K-$4412026-10-26
Alps Advisors Inc
DECREASED4,1564,530-374-8%$646.7K$540.3K-$106.4K2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED4,0624,06200%$579.9K$528.1K-$51.8K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED3,9893,928+61+2%$560.8K$518.6K-$42.1K2026-10-16
WealthPlan Investment Management, LLC
DECREASED3,9364,154-218-5%$593.0K$511.8K-$81.2K2026-10-15
L. Roy Papp & Associates, LLP
UNCHANGED3,9003,90000%$556.8K$507.0K-$49.7K2026-10-21
Nykredit A/S
UNCHANGED3,8963,89600%$556.2K$506.5K-$49.7K2026-11-06
Amundi
DECREASED3,8284,620-792-17%$659.6K$497.7K-$161.9K2026-11-06
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED3,7593,75900%$536.6K$488.7K-$47.9K2026-10-29
Crossmark Global Holdings, Inc.
NEW3,711—+3,711——$482.5K—2026-10-21
HB Wealth Management, LLC
INCREASED3,7101,735+1,975+114%$247.7K$482.3K+$234.6K2026-10-23
Teza Capital Management LLC
NEW3,678—+3,678——$478.2K—2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED3,6503,65000%$521.1K$474.5K-$46.5K2026-10-21
Gibbs Wealth Management
INCREASED3,5903,392+198+6%$484.2K$466.7K-$17.5K2026-10-22
Abel Hall, LLC
INCREASED3,5683,486+82+2%$497.7K$463.9K-$33.8K2026-10-19
Ethic Inc.
INCREASED3,5612,763+798+29%$394.4K$463.0K+$68.6K2026-11-03
Assetmark, Inc
INCREASED3,5122,856+656+23%$407.7K$456.6K+$48.9K2026-10-21
Profund Advisors LLC
DECREASED3,4403,609-169-5%$515.2K$447.2K-$68.0K2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED3,3873,38700%$483.5K$440.3K-$43.2K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED3,3763,403-27-1%$486.0K$439.0K-$47.0K2026-11-05
First Community Trust NA
UNCHANGED3,1803,18000%$454.0K$413.4K-$40.5K2026-10-07
LexAurum Advisors, LLC
INCREASED3,1503,148+2+0%$449.5K$409.5K-$40.0K2026-10-19
Portside Wealth Group, LLC
INCREASED3,1182,917+201+7%$416.4K$405.4K-$11.1K2026-10-20
Flywheel Private Wealth LLC
UNCHANGED3,0003,00000%$428.3K$390.0K-$38.3K2026-11-02
Whalen Wealth Management Inc.
DECREASED2,9243,512-588-17%$501.4K$380.1K-$121.2K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED2,8912,858+33+1%$408.0K$375.9K-$32.1K2026-11-03
High Net Worth Advisory Group LLC
UNCHANGED2,8032,80300%$400.2K$364.5K-$35.7K2026-10-26
Kornitzer Capital Management Inc
UNCHANGED2,8002,80000%$399.7K$364.0K-$35.7K2026-11-03
First Citizens Bank & Trust Co
DECREASED2,7987,122-4,324-61%$1.0M$363.8K-$653.0K2026-10-14
Avantax Planning Partners, Inc.
DECREASED2,7322,916-184-6%$416.3K$355.2K-$61.2K2026-11-03
Moors & Cabot, Inc.
INCREASED2,7142,544+170+7%$363.1K$352.8K-$10.3K2026-11-06
Aprio Wealth Management, LLC
UNCHANGED2,6792,67900%$382.5K$348.3K-$34.2K2026-10-28
High Note Wealth, LLC
UNCHANGED2,6232,62300%$374.5K$341.0K-$33.4K2026-10-27
Alliance Wealth Advisors, LLC
DECREASED2,5692,955-386-13%$421.9K$334.0K-$87.9K2026-10-28
KBC Group NV
UNCHANGED2,5552,55500%$365.0K$332-$364.7K2026-10-22
Citizens Financial Group Inc
NEW2,522—+2,522——$329.1K—2026-10-23
Ritholtz Wealth Management
INCREASED2,4392,108+331+16%$300.9K$317.1K+$16.2K2026-11-05
Provenance Wealth Advisors, LLC
NEW2,420—+2,420——$314.6K—2026-10-30
CIBC Asset Management Inc
UNCHANGED2,3552,35500%$336.2K$306.2K-$30.0K2026-11-05
Praxis Investment Management Inc
UNCHANGED2,3202,32000%$331.0K$302-$330.7K2026-11-03
Greenleaf Trust
DECREASED2,3092,506-197-8%$357.8K$300.2K-$57.6K2026-10-29
Gateway Investment Advisers LLC
DECREASED2,2642,327-63-3%$332.2K$294.3K-$37.9K2026-10-13
First Affirmative Financial Network
NEW2,201—+2,201——$286.2K—2026-10-21
RMG Wealth Management LLC
UNCHANGED2,1092,10900%$315.2K$286.4K-$28.8K2026-10-26
MQS Management LLC
NEW2,108—+2,108——$274.1K—2026-11-06
William Blair Investment Management, LLC
DECREASED2,089105,762-103,673-98%$15.1M$271.6K-$14.8M2026-11-06
Gamma Investing LLC
INCREASED2,0671,783+284+16%$254.5K$268.7K+$14.2K2026-10-08
Olympiad Research LP
NEW1,984—+1,984——$257.9K—2026-11-04
Trust Point Inc.
DECREASED1,8822,191-309-14%$312.8K$244.7K-$68.1K2026-10-27
DekaBank Deutsche Girozentrale
NEW1,861—+1,861——$243—2026-10-27
Vise Technologies, Inc.
DECREASED1,8602,269-409-18%$323.9K$241.8K-$82.1K2026-10-29
Jnba Financial Advisors
UNCHANGED1,8411,84100%$262.8K$239.3K-$23.5K2026-11-03
Compound Planning, Inc.
INCREASED1,7701,536+234+15%$219.3K$230.1K+$10.8K2026-11-05
Triad Wealth Partners, LLC
INCREASED1,7061,705+1+0%$250.7K$221.8K-$28.9K2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED1,6671,66700%$238.0K$216.7K-$21.3K2026-11-04
MBL Wealth, LLC
NEW1,662—+1,662——$216.1K—2026-10-22
Impact Capital Partners LLC
INCREASED1,6531,648+5+0%$235.3K$214.9K-$20.4K2026-10-22
Chicago Capital, LLC
UNCHANGED1,6491,64900%$235.4K$214.4K-$21.0K2026-10-13
Scheeler Financial LLC
NEW1,628—+1,628——$211.7K—2026-10-13
Aaron Wealth Advisors LLC
INCREASED1,5711,444+127+9%$206.2K$204.4K-$1.9K2026-10-13
Parallel Advisors, LLC
INCREASED1,5441,528+16+1%$218.1K$200.7K-$17.4K2026-11-03
Krilogy Financial LLC
NEW1,524—+1,524——$200.0K—2026-10-13
Acropolis Investment Management, LLC
UNCHANGED1,4921,49200%$213.0K$194.0K-$19.0K2026-10-08
Versant Capital Management, Inc
INCREASED1,3111,298+13+1%$185.3K$170.4K-$14.9K2026-10-02
1620 Investment Advisors, Inc.
INCREASED946941+5+1%$134.3K$122.9K-$11.4K2026-11-04
Hilltop National Bank
UNCHANGED92092000%$131.3K$119.6K-$11.7K2026-10-14
GoalVest Advisory LLC
DECREASED865915-50-5%$130.6K$112.5K-$18.2K2026-10-02
Marquette Asset Management, LLC
UNCHANGED82682600%$117.9K$107.4K-$10.5K2026-10-09
Trust Co
UNCHANGED67067000%$95.6K$87.1K-$8.5K2026-10-09
GK Wealth Management LLC
NEW610—+610——$79.3K—2026-10-09
EverSource Wealth Advisors, LLC
INCREASED601303+298+98%$43.3K$78.1K+$34.9K2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED578572+6+1%$81.7K$75.1K-$6.5K2026-10-27
Harbor Capital Advisors, Inc.
INCREASED534341+193+57%$49.0K$69-$48.9K2026-10-22
Allworth Financial LP
INCREASED498369+129+35%$52.7K$71.1K+$18.4K2026-11-06
FNY Investment Advisers, LLC
NEW475—+475——$61—2026-10-16
Eurizon Capital SGR S.p.A.
DECREASED436679-243-36%$96.5K$57.6K-$38.9K2026-11-06
Root Financial Partners, LLC
NEW411—+411——$53.4K—2026-10-21
V-Square Quantitative Management LLC
UNCHANGED40940900%$58.4K$53.2K-$5.2K2026-10-15
Covestor Ltd
DECREASED395464-69-15%$66.0K$51-$65.9K2026-10-30
Cullen T Bankers, Inc.
INCREASED365334+31+9%$47.7K$47.4K-$2362026-10-28
Leonteq Securities AG
NEW318—+318——$41.3K—2026-10-29
City State Bank
UNCHANGED30030000%$42.8K$39.0K-$3.8K2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED26626600%$38.0K$34.6K-$3.4K2026-11-05
Axiom Investment Management LLC
UNCHANGED25025000%$35.7K$32.5K-$3.2K2026-11-03
Central Trust Co
UNCHANGED23823800%$34.0K$30.9K-$3.0K2026-11-05
Acumen Wealth Advisors, LLC
INCREASED218208+10+5%$29.8K$28.5K-$1.3K2026-11-05
UMB Private Wealth Management, LLC
NEW217—+217——$28.2K—2026-10-19
Simplex Trading, LLC
DECREASED1941,071-877-82%$152.9K$25.2K-$127.7K2026-11-04
Larson Financial Group LLC
INCREASED162149+13+9%$21.3K$21.0K-$2922026-11-05
Latitude Advisors, LLC
NEW138—+138——$17.9K—2026-10-27
Clearstead Advisors, LLC
INCREASED11046+64+139%$6.5K$14.3K+$7.7K2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED98124-26-21%$17.7K$12.7K-$5.0K2026-10-05
Heritage Family Offices, LLP
NEW92—+92——$12.0K—2026-11-02
JFS Wealth Advisors, LLC
UNCHANGED838300%$11.9K$10.8K-$1.1K2026-11-03
First Horizon Corp
INCREASED8173+8+11%$10.4K$10.5K+$1102026-10-26
Clearstead Trust, LLC
INCREASED7146+25+54%$6.6K$9.2K+$2.7K2026-11-06
Fortitude Family Office, LLC
INCREASED6357+6+11%$8.1K$8.2K+$542026-10-14
Private Trust Co NA
INCREASED6361+2+3%$8.7K$8.2K-$5172026-10-20
Key FInancial Inc
UNCHANGED636300%$9.0K$8.2K-$8032026-11-02
Hilton Head Capital Partners, LLC
DECREASED6092-32-35%$13.1K$7.8K-$5.3K2026-10-23
J.Safra Asset Management Corp
INCREASED6042+18+43%$6.0K$7.8K+$1.8K2026-11-03
Contravisory Investment Management, Inc.
NEW52—+52——$6.8K—2026-10-13
Parkside Financial Bank & Trust
INCREASED4722+25+114%$3.1K$6.1K+$3.0K2026-10-27
Elyxium Wealth, LLC
NEW46—+46——$6.0K—2026-10-27
Tributary Capital Management, LLC
NEW45—+45——$5.9K—2026-10-28
Manchester Capital Management LLC
INCREASED3736+1+3%$5.1K$4.8K-$3292026-10-22
Creative Capital Management Investments LLC
INCREASED3622+14+64%$3.1K$4.7K+$1.5K2026-10-28
Salomon & Ludwin, LLC
UNCHANGED353500%$5.1K$4.6K-$5482026-10-29
Avion Wealth
UNCHANGED343400%$4$4$02026-11-04
WPG Advisers, LLC
UNCHANGED303000%$4.3K$3.9K-$3832026-10-27
James T. Borello RIA
DECREASED2931-2-6%$4.4K$3.8K-$6562026-10-16
Private Wealth Management Group, LLC
UNCHANGED242400%$3.4K$3.1K-$3062026-10-19
True Wealth Design, LLC
INCREASED2314+9+64%$2.0K$3.0K+$9922026-10-13
Bell Investment Advisors, Inc
UNCHANGED222200%$3.1K$2.9K-$2802026-10-29
Ares Financial Consulting, LLC
UNCHANGED212100%$3.0K$2.7K-$2682026-10-19
Mather Group, Llc.
NEW20—+20——$2.6K—2026-10-14
Physician Wealth Advisors, Inc.
INCREASED1812+6+50%$1.7K$2.3K+$6272026-10-20
Zions Bancorporation, National Association
UNCHANGED171700%$2.4K$2.2K-$2172026-11-06
Montag A & Associates Inc
NEW16—+16——$2.1K—2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED1614+2+14%$2.0K$2.1K+$842026-11-03
Spire Wealth Management
UNCHANGED161600%$2.3K$2.1K-$2042026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED151500%$2$2$02026-10-27
Rossby Financial, LCC
DECREASED1447-33-70%$6.7K$1.8K-$4.9K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED131300%$1.9K$1.7K-$1652026-10-16
IFP Advisors, Inc
UNCHANGED121200%$1.7K$1.6K-$1532026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED101000%$1.4K$1.3K-$1282026-10-28
Torren Management, LLC
UNCHANGED101000%$1.5K$1.3K-$1282026-10-29
Blue Trust, Inc.
DECREASED936-27-75%$5.1K$1.2K-$4.0K2026-10-15
Signature Equity Partners, LLC
DECREASED910-1-10%$1.4K$1.2K-$2582026-10-29
Washington Trust Advisors, Inc.
UNCHANGED9900%$1.3K$1.2K-$1182026-10-22
Caitong International Asset Management Co., Ltd
NEW7—+7——$910—2026-10-29
Planning Strategies Inc.
INCREASED76+1+17%$857$910+$532026-10-02
Silver Grove Financial Group, Inc.
UNCHANGED7700%$999$910-$892026-11-05
First Command Advisory Services, Inc.
NEW6—+6——$783—2026-11-05
Essential Partners LLC
INCREASED65+1+20%$714$780+$662026-10-14
Valued Wealth Advisors LLC
UNCHANGED5500%$716$653-$632026-11-05
Hughes Financial Services, LLC
INCREASED43+1+33%$428$545+$1172026-10-30
Bayforest Capital Ltd
DECREASED3775-772-100%$110.6K$390-$110.2K2026-11-03
DecisionPoint Financial, LLC
INCREASED32+1+50%$292$390+$982026-10-27
TD Private Client Wealth LLC
NEW2—+2——$260—2026-10-28
Monetary Solutions, Ltd
NEW1—+1——$130—2026-10-22
Nfsg Corp
NEW1—+1——$130—2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED1100%$143$131-$122026-10-15
TFC Financial Management, Inc.
UNCHANGED1100%$143$131-$122026-10-26
Confluence Wealth Services, Inc.
CLOSED02,428-2,428-100%$346.6K$0-$346.6K2026-11-05
CenterBook Partners LP
CLOSED02,207-2,207-100%$315.1K$0-$315.1K2026-11-02
One Wealth Capital Management, LLC
CLOSED01,977-1,977-100%$282.2K$0-$282.2K2026-10-23
Sage Rhino Capital LLC
CLOSED01,546-1,546-100%$220.7K$0-$220.7K2026-10-28
Regions Financial Corp
CLOSED01,541-1,541-100%$220.0K$0-$220.0K2026-11-05
ETF Store, Inc.
CLOSED01,499-1,499-100%$214.0K$0-$214.0K2026-10-19
Fifth Third Wealth Advisors LLC
CLOSED01,486-1,486-100%$212.1K$0-$212.1K2026-10-22
Norden Group LLC
CLOSED01,480-1,480-100%$211.3K$0-$211.3K2026-10-20
Monument Capital Management
CLOSED01,437-1,437-100%$205.1K$0-$205.1K2026-10-09
Koshinski Asset Management, Inc.
CLOSED01,407-1,407-100%$200.9K$0-$200.9K2026-10-29
AdvisorNet Financial, Inc
CLOSED01,390-1,390-100%$198.4K$0-$198.4K2026-10-15
State of Wyoming
CLOSED0551-551-100%$78.7K$0-$78.7K2026-10-28
Wellington Grp LLC
CLOSED0299-299-100%$33.7K$0-$33.7K2026-11-06
Horizon Financial Services, LLC
CLOSED095-95-100%$13.6K$0-$13.6K2026-11-04
NBH Bank
CLOSED040-40-100%$5.7K$0-$5.7K2026-11-05
NBT Bank, N.A.
CLOSED012-12-100%$1.7K$0-$1.7K2026-10-21
Navigoe, LLC
CLOSED05-5-100%$0$0$02026-11-04
Mascoma Wealth Management LLC
CLOSED04-4-100%$571$0-$5712026-10-23
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
BlackRock, Inc.
N/A—10,215,651-10,215,651-100%$1.5B———
Vanguard Portfolio Management LLC
N/A—4,213,123-4,213,123-100%$601.5M———
State Street Corp
N/A—4,133,285-4,133,285-100%$591.8M———
Vanguard Capital Management LLC
N/A—3,130,338-3,130,338-100%$446.9M———
FMR LLC
N/A—2,671,666-2,671,666-100%$381.4M———
Wellington Management Group LLP
N/A—1,687,247-1,687,247-100%$240.9M———
Neuberger Berman Group LLC
N/A—1,562,240-1,562,240-100%$223.0M———
Alliancebernstein L.P.
N/A—1,300,605-1,300,605-100%$146.7M———
Earnest Partners LLC
N/A—1,242,430-1,242,430-100%$177.4M———
Goldman Sachs Group Inc
N/A—1,241,789-1,241,789-100%$177.3M———
American Century Companies Inc
N/A—1,045,921-1,045,921-100%$149.3M———
Charles Schwab Investment Management Inc
N/A—964,626-964,626-100%$137.7M———
Citadel Advisors LLC
N/A—943,290-943,290-100%$134.7M———
Morgan Stanley
N/A—939,019-939,019-100%$134.1M———
Northern Trust Corp
N/A—926,889-926,889-100%$132.3M———
First Trust Advisors LP
N/A—914,990-914,990-100%$130.6M———
Bank of America Corp
N/A—904,683-904,683-100%$129.2M———
Victory Capital Management Inc
N/A—900,418-900,418-100%$128.5M———
Nuveen, LLC
N/A—763,660-763,660-100%$109.0M———
Norges Bank
N/A—705,322-705,322-100%$100.7M———
Clearbridge Investments, LLC
N/A—699,624-699,624-100%$99.9M———
Global Alpha Capital Management Ltd.
N/A—690,325-690,325-100%$98.6M———
GW&K Investment Management, LLC
N/A—672,465-672,465-100%$96.0M———
Price T Rowe Associates Inc
N/A—583,289-583,289-100%$83.3M———
Johnson Investment Counsel Inc
N/A—500,732-500,732-100%$71.5M———
Vanguard Fiduciary Trust Co
N/A—475,634-475,634-100%$67.9M———
Captrust Financial Advisors
N/A—428,347-428,347-100%$61.2M———
Junto Capital Management LP
N/A—412,747-412,747-100%$58.9M———
Neumeier Poma Investment Counsel LLC
N/A—410,797-410,797-100%$58.6M———
Schroder Investment Management Group
N/A—401,467-401,467-100%$57.0M———
Vaughan Nelson Investment Management, L.P.
N/A—364,287-364,287-100%$52.0M———
Massachusetts Financial Services Co
N/A—353,035-353,035-100%$50.4M———
Emerald Advisers, LLC
N/A—345,687-345,687-100%$49.4M———
Franklin Resources Inc
N/A—340,610-340,610-100%$48.6M———
Systematic Financial Management LP
N/A—339,475-339,475-100%$48.5M———
NFJ Investment Group, LLC
N/A—329,404-329,404-100%$47.0M———
Raymond James Financial Inc
N/A—324,438-324,438-100%$46.3M———
JPMorgan Chase & Co
N/A—306,503-306,503-100%$44.0M———
AQR Capital Management LLC
N/A—295,887-295,887-100%$41.8M———
Azora Capital LP
N/A—274,871-274,871-100%$39.2M———
T. Rowe Price Investment Management, Inc.
N/A—274,275-274,275-100%$39.2M———
Holocene Advisors, LP
N/A—262,423-262,423-100%$37.5M———
Federated Hermes, Inc.
N/A—255,948-255,948-100%$36.5M———
Arrowstreet Capital, Limited Partnership
N/A—254,210-254,210-100%$36.3M———
Jupiter Topco LLC
N/A—238,162-238,162-100%$34.0M———
Emerald Mutual Fund Advisers Trust
N/A—235,696-235,696-100%$33.6M———
Rhumbline Advisers
N/A—234,405-234,405-100%$33.5M———
SEI Investments Co
N/A—226,487-226,487-100%$32.3M———
UBS Group AG
N/A—208,492-208,492-100%$29.8M———
Stieven Capital Advisors, L.P.
N/A—204,065-204,065-100%$29.1M———
Invesco Ltd.
N/A—203,034-203,034-100%$29.0M———
New York State Common Retirement Fund
N/A—196,163-196,163-100%$28.0M———
Qube Research & Technologies Ltd
N/A—185,380-185,380-100%$26.5M———
WCM Investment Management, LLC
N/A—182,176-182,176-100%$25.9M———
Aristotle Capital Boston, LLC
N/A—181,329-181,329-100%$25.9M———
UBS Asset Management Americas LLC
N/A—179,559-179,559-100%$25.6M———
Handelsbanken Fonder AB
N/A—176,840-176,840-100%$25.2K———
Wells Fargo & Company
N/A—171,663-171,663-100%$24.5M———
Swiss National Bank
N/A—145,120-145,120-100%$20.7M———
Basswood Capital Management, L.L.C.
N/A—144,257-144,257-100%$20.6M———
Envestnet Asset Management Inc
N/A—140,449-140,449-100%$20.1M———
Natixis Advisors, LLC
N/A—135,442-135,442-100%$19.3M———
California Public Employees Retirement System
N/A—132,990-132,990-100%$19.0M———
Gator Capital Management, LLC
N/A—129,450-129,450-100%$18.5M———
FJ Capital Management LLC
N/A—127,486-127,486-100%$18.2M———
State of Wisconsin Investment Board
N/A—117,726-117,726-100%$16.8M———
Interval Partners, LP
N/A—115,855-115,855-100%$16.5M———
Kennedy Capital Management LLC
N/A—111,071-111,071-100%$15.9M———
Ceredex Value Advisors LLC
N/A—98,850-98,850-100%$14.1M———
Legal & General Group Plc
N/A—95,737-95,737-100%$13.7M———
California State Teachers Retirement System
N/A—83,738-83,738-100%$12.0M———
Osaic Holdings, Inc.
N/A—79,883-79,883-100%$11.4M———
Third Avenue Management LLC
N/A—78,245-78,245-100%$11.2M———
Bessemer Group Inc
N/A—77,982-77,982-100%$11.1M———
MetLife Investment Management, LLC
N/A—76,171-76,171-100%$10.9M———
Millennium Management LLC
N/A—75,840-75,840-100%$10.8M———
Ameriprise Financial Inc
N/A—73,956-73,956-100%$10.6M———
SummitTX Capital, L.P.
N/A—73,008-73,008-100%$10.4M———
FIL Ltd
N/A—72,575-72,575-100%$10.4M———
Vanguard Asset Management, Ltd
N/A—70,272-70,272-100%$10.0M———
Manufacturers Life Insurance Company, the
N/A—68,730-68,730-100%$9.8M———
Nicolet Bankshares Inc
N/A—55,956-55,956-100%$8.0M———
Two Sigma Investments, LP
N/A—54,433-54,433-100%$7.8M———
Karl Kapital LLC
N/A—52,019-52,019-100%$7.4M———
Brown Advisory Inc
N/A—51,855-51,855-100%$7.4M———
BNP Paribas Asset Management Holding S.A.
N/A—51,563-51,563-100%$7.4M———
Hillsdale Investment Management Inc.
N/A—51,060-51,060-100%$7.3M———
Freestone Grove Partners LP
N/A—50,160-50,160-100%$7.2M———
Jones Financial Companies Lllp
N/A—49,055-49,055-100%$7.1M———
Horizon Investments, LLC
N/A—48,200-48,200-100%$6.9M———
Palisade Capital Management, LP
N/A—47,614-47,614-100%$6.8M———
Petiole USA ltd
N/A—42,622-42,622-100%$6.1M———
Public Employees Retirement System of Ohio
N/A—42,525-42,525-100%$6.1M———
Canada Life Assurance Co
N/A—41,276-41,276-100%$5.9M———
Federation des caisses Desjardins du Quebec
N/A—38,470-38,470-100%$5.5M———
Prudential PLC
N/A—38,139-38,139-100%$5.4M———
Vanguard Global Advisers, LLC
N/A—36,583-36,583-100%$5.2M———
Nomura Asset Management International Inc.
N/A—35,355-35,355-100%$5.0M———
Brant Point Investment Management LLC
N/A—35,235-35,235-100%$5.0M———
Maltese Capital Management LLC
N/A—35,000-35,000-100%$5.0M———
Tudor Investment Corp ET AL
N/A—34,513-34,513-100%$4.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—33,884-33,884-100%$4.8M———
Mariner, LLC
N/A—33,566-33,566-100%$4.8M———
Phocas Financial Corp.
N/A—32,273-32,273-100%$4.6M———
Quantinno Capital Management LP
N/A—32,155-32,155-100%$4.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—31,758-31,758-100%$4.5M———
Stifel Financial Corp
N/A—30,947-30,947-100%$4.4M———
Commerce Bank
N/A—29,401-29,401-100%$4.2M———
Focus Partners Advisor Solutions, LLC
N/A—29,237-29,237-100%$4.2M———
Royal Bank of Canada
N/A—28,375-28,375-100%$4.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—28,168-28,168-100%$4.0M———
State of Tennessee, Department of Treasury
N/A—27,749-27,749-100%$4.0M———
Rafferty Asset Management, LLC
N/A—26,883-26,883-100%$3.8M———
Zacks Investment Management
N/A—26,350-26,350-100%$3.8M———
Bayview Asset Management, LLC
N/A—25,000-25,000-100%$3.6M———
Triveni Capital Investments LP
N/A—24,607-24,607-100%$3.5M———
Pathstone Holdings, LLC
N/A—24,036-24,036-100%$3.4M———
Cerity Partners LLC
N/A—22,506-22,506-100%$3.2M———
Elizabeth Park Capital Advisors, Ltd.
N/A—22,002-22,002-100%$3.1M———
Police & Firemen's Retirement System of New Jersey
N/A—21,795-21,795-100%$3.1M———
Teachers Retirement System of the State of Kentucky
N/A—21,197-21,197-100%$3.0M———
Prudential Financial Inc
N/A—21,076-21,076-100%$3.0M———
Bridgeway Capital Management, LLC
N/A—21,005-21,005-100%$3.0M———
Guggenheim Capital LLC
N/A—20,359-20,359-100%$2.9M———
Ameritas Investment Partners, Inc.
N/A—19,861-19,861-100%$2.8M———
Paragon Capital Management LLC
N/A—19,272-19,272-100%$2.8M———
Allianz Asset Management GmbH
N/A—18,908-18,908-100%$2.7M———
BNP Paribas Financial Markets
N/A—18,106-18,106-100%$2.6M———
Vanguard Investments Australia, Ltd.
N/A—18,097-18,097-100%$2.6M———
KLP Kapitalforvaltning AS
N/A—16,695-16,695-100%$2.4M———
Picton Mahoney Asset Management
N/A—16,428-16,428-100%$2.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—16,066-16,066-100%$2.3M———
New Age Alpha Advisors, LLC
N/A—15,174-15,174-100%$2.2M———
State Board of Administration of Florida Retirement System
N/A—15,146-15,146-100%$2.2M———
Intech Investment Management LLC
N/A—14,078-14,078-100%$2.0M———
Voya Investment Management LLC
N/A—14,047-14,047-100%$2.0M———
Angel Oak Capital Advisors, LLC
N/A—13,600-13,600-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—13,307-13,307-100%$1.9M———
Vestmark Advisory Solutions, Inc.
N/A—12,925-12,925-100%$1.8M———
Canada Pension Plan Investment Board
N/A—12,700-12,700-100%$1.8M———
Vanguard Personalized Indexing Management, LLC
N/A—12,182-12,182-100%$1.7M———
Cetera Investment Advisers
N/A—11,649-11,649-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—11,396-11,396-100%$1.6M———
Teacher Retirement System of Texas
N/A—10,443-10,443-100%$1.5M———
Hancock Whitney Corp
N/A—10,212-10,212-100%$1.5M———
Virtus Advisers, LLC
N/A—10,149-10,149-100%$1.4M———
Squarepoint Ops LLC
N/A—10,069-10,069-100%$1.4M———
Ensign Peak Advisors, Inc
N/A—9,969-9,969-100%$1.4M———
Legato Capital Management LLC
N/A—9,553-9,553-100%$1.4M———
Integrated Quantitative Investments LLC
N/A—9,553-9,553-100%$1.4M———
NewEdge Advisors, LLC
N/A—8,543-8,543-100%$1.2M———
IHT Wealth Management, LLC
N/A—8,378-8,378-100%$1.2M———
Nordea Investment Management AB
N/A—8,135-8,135-100%$1.2M———
Pacer Advisors, Inc.
N/A—8,028-8,028-100%$1.1M———
CIBC Bancorp USA Inc.
N/A—7,680-7,680-100%$1.1M———
Bank of Montreal
N/A—7,570-7,570-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—7,464-7,464-100%$1.1M———
First National Bank of Omaha
N/A—7,414-7,414-100%$1.1M———
Focus Partners Wealth
N/A—7,373-7,373-100%$1.1M———
Glenmede Trust Co NA
N/A—7,359-7,359-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—7,310-7,310-100%$1.0M———
Susquehanna International Group, LLP
N/A—7,284-7,284-100%$1.0M———
Schonfeld Strategic Advisors LLC
N/A—7,021-7,021-100%$1.0M———
Cambria Investment Management, L.P.
N/A—6,712-6,712-100%$958.2K———
Composition Wealth, LLC
N/A—6,673-6,673-100%$952.6K———
Hantz Financial Services, Inc.
N/A—6,606-6,606-100%$943.0K———
M&T Bank Corp
N/A—6,581-6,581-100%$939.9K———
Jane Street Group, LLC
N/A—6,166-6,166-100%$880.3K———
Sequoia Financial Advisors, LLC
N/A—6,163-6,163-100%$879.8K———
Tower Research Capital LLC (TRC)
N/A—6,064-6,064-100%$865.7K———
Martingale Asset Management L P
N/A—5,887-5,887-100%$840.4K———
&partners
N/A—5,799-5,799-100%$828.3K———
Brevan Howard Capital Management LP
N/A—5,677-5,677-100%$810.4K———
EP Wealth Advisors, LLC
N/A—5,570-5,570-100%$795.2K———
Public Employees Retirement Association of Colorado
N/A—5,486-5,486-100%$783.0K———
Fiduciary Trust Co
N/A—5,292-5,292-100%$755.5K———
Kerr Financial Planning Corp
N/A—5,224-5,224-100%$745.7K———
FAS Wealth Partners, Inc.
N/A—4,976-4,976-100%$710.3K———
Klcm Advisors, Inc.
N/A—4,939-4,939-100%$705.1K———
Mercer Global Advisors Inc
N/A—4,760-4,760-100%$679.5K———
HighTower Advisors, LLC
N/A—4,665-4,665-100%$666.0K———
DRW Securities, LLC
N/A—4,591-4,591-100%$655.4K———
Stembrook Asset Management, LLC
N/A—4,269-4,269-100%$609.4K———
Spirepoint Private Client, LLC
N/A—4,263-4,263-100%$608.6K———
Man Group plc
N/A—4,103-4,103-100%$585.7K———
IEQ Capital, LLC
N/A—3,974-3,974-100%$567.3K———
DnB Asset Management AS
N/A—3,828-3,828-100%$546.5K———
N.E.W. Advisory Services LLC
N/A—3,818-3,818-100%$545.0K———
Connable Office Inc
N/A—3,738-3,738-100%$533.6K———
Hamilton Capital Partners Inc.
N/A—3,565-3,565-100%$508.9K———
Rockefeller Capital Management L.P.
N/A—3,360-3,360-100%$479.7K———
HSBC Holdings PLC
N/A—3,299-3,299-100%$471.0K———
Steward Partners Investment Advisory, LLC
N/A—3,172-3,172-100%$452.8K———
Capstone Investment Advisors, LLC
N/A—2,908-2,908-100%$415.1K———
Integrated Investment Consultants, LLC
N/A—2,824-2,824-100%$403.2K———
MML Investors Services, LLC
N/A—2,805-2,805-100%$400.5K———
OneDigital Investment Advisors LLC
N/A—2,765-2,765-100%$394.8K———
Sanctuary Advisors, LLC
N/A—2,635-2,635-100%$376.2K———
PCM Encore, LLC
N/A—2,462-2,462-100%$351.5K———
United Capital Financial Advisors, LLC
N/A—2,432-2,432-100%$347.2K———
Harbour Investments, Inc.
N/A—2,381-2,381-100%$339.9K———
Keating Financial Advisory Services, Inc.
N/A—2,379-2,379-100%$339.6K———
Allstate Corp
N/A—2,360-2,360-100%$336.9K———
Shelton Capital Management
N/A—2,311-2,311-100%$329.9K———
Global Retirement Partners, LLC
N/A—2,278-2,278-100%$325.2K———
Aptus Capital Advisors, LLC
N/A—2,186-2,186-100%$312.1K———
SG Americas Securities, LLC
N/A—2,173-2,173-100%$310.0K———
Coldstream Capital Management Inc
N/A—2,126-2,126-100%$303.5K———
Evolve Private Wealth, LLC
N/A—2,049-2,049-100%$293.2K———
Panagora Asset Management Inc
N/A—2,032-2,032-100%$290.1K———
Guardian Wealth Advisors, LLC / NC
N/A—2,031-2,031-100%$290.9K———
Douglass Winthrop Advisors, LLC
N/A—2,000-2,000-100%$285.5K———
Bridgewealth Advisory Group, LLC
N/A—1,938-1,938-100%$276.7K———
West Family Investments, Inc.
N/A—1,899-1,899-100%$271.1K———
Ellenbecker Investment Group
N/A—1,874-1,874-100%$267.5K———
Pinney & Scofield, Inc.
N/A—1,841-1,841-100%$262.9K———
CIM Investment Management Inc
N/A—1,809-1,809-100%$258.3K———
Meiji Yasuda Asset Management Co Ltd.
N/A—1,647-1,647-100%$235.1K———
Equitable Holdings, Inc.
N/A—1,636-1,636-100%$233.6K———
1ST Source Bank
N/A—1,628-1,628-100%$232.4K———
Voleon Capital Management LP
N/A—1,555-1,555-100%$222.0K———
MAI Capital Management
N/A—1,552-1,552-100%$221.6K———
Advisory Services Network, LLC
N/A—1,518-1,518-100%$216.7K———
Walleye Capital LLC
N/A—1,486-1,486-100%$212.1K———
First Western Trust Bank
N/A—1,475-1,475-100%$210.6K———
Harvest Investment Services, LLC
N/A—1,466-1,466-100%$209.3K———
GTS Securities LLC
N/A—1,445-1,445-100%$206.3K———
Ballentine Partners, LLC
N/A—1,432-1,432-100%$204.4K———
Pallas Capital Advisors LLC
N/A—1,404-1,404-100%$200.4K———
LOS Angeles Capital Management LLC
N/A—1,396-1,396-100%$199.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,104-1,104-100%$157.6K———
BFC Planning, Inc.
N/A—1,104-1,104-100%$157.6K———
Northwestern Mutual Wealth Management Co
N/A—879-879-100%$125.5K———
Smartleaf Asset Management LLC
N/A—879-879-100%$124.8K———
Arax Advisory Partners
N/A—800-800-100%$114.2K———
Optiver Holding B.V.
N/A—635-635-100%$90.7K———
Rothschild Investment LLC
N/A—580-580-100%$82.8K———
Kemnay Advisory Services Inc.
N/A—503-503-100%$71.8K———
Amova Asset Management Americas, Inc.
N/A—309-309-100%$44.1K———
Wellington-Altus USA Inc.
N/A—265-265-100%$29.9K———
Peregrine Capital Management LLC
N/A—200-200-100%$28.6K———
Accent Capital Management, LLC
N/A—161-161-100%$23.1K———
Quent Capital, LLC
N/A—143-143-100%$20.4K———
Nomura Asset Management Co LTD
N/A—140-140-100%$20.0K———
Huntington National Bank
N/A—122-122-100%$17.4K———
CVA Family Office, LLC
N/A—114-114-100%$16.3K———
Danske Bank A/S
N/A—110-110-100%$15.7K———
Brown Brothers Harriman & Co
N/A—90-90-100%$12.8K———
Bogart Wealth, LLC
N/A—63-63-100%$9.0K———
Fiduciary Financial Advisors
N/A—57-57-100%$7.6K———
Anchor Investment Management, LLC
N/A—42-42-100%$6.0K———
LRI Investments, LLC
N/A—41-41-100%$5.9K———
Rialto Wealth Management, LLC
N/A—35-35-100%$5.0K———
Sachetta, LLC
N/A—26-26-100%$3.7K———
Continuum Advisory, LLC
N/A—25-25-100%$3.6K———
JPL Wealth Management, LLC
N/A—23-23-100%$3.3K———
TD Capital Management LLC
N/A—17-17-100%$2.4K———
Dunhill Financial, LLC
N/A—14-14-100%$2.1K———
Quarry LP
N/A—13-13-100%$1.9K———
HFM Investment Advisors, LLC
N/A—11-11-100%$1.6K———
Transamerica Financial Advisors, LLC
N/A—7-7-100%$1.0K———
Prestige Wealth Management Group LLC
N/A—4-4-100%$573———
Kilter Group LLC
N/A—2-2-100%$286———
Basecamp Wealth Advisors LLC
N/A—2-2-100%$286———
SHP Wealth Management
N/A—2-2-100%$286———
Raffa Wealth Management, LLC
N/A—1-1-100%$143———
Medallion Wealth Advisors, LLC
N/A—1-1-100%$143———
Showing 521 of 521 institutions